Financial Functions in Excel

Learn Finance Function in Excel

Master Financial Functions in Excel

Master Financial Functions in Excel. A comprehensive course for those that wish to up skill in Excel and Learn more advanced skills.

In This Course You Will Learn How to Calculate Present Value, Future Value and Net Present Value, Calculate Loan repayments, Straight line depreciation, Sum of the digits and Internal Rate of Return

Do you need to understand and carry out Financial Calculation in Excel? Do you need to know what the loan repayments will be on borrowings or the internal rate of return? Do you need to create Excel Workbooks to track depreciation? Then this course is for you!

Course Overview

This course begins with working with Future Value, Interests, Present value and Net Present value. You will learn how to calculate, with Excel Functions:

• Future Value

• Simple interest

• Compound Interest

• How to amend text using

• Effective Annual Rate

• Present Value and Net Present Value

After this you will learn about the Payment function to calculate loan repayments:

• From the lender view

• From the borrowers view.

• With Balloon payments

• With Extra payments and lump sum payments

Finally we will look at

• Straight Line deprecation function

• Row and Column functions

• Sum of digits function

• Internal Rate of Return

• Forecast function

Who Should Attend?

This course is suited to those with an interest in Excel and Reporting. This course is well suited for Accountants, Auditors, Internal Auditors, Finance staff, Banking staff and Management. This course is meant for those involved in the Analysis of Data, Finance & Accounting and Reporting roles.

• This course is for you if you are looking to improve your Excel skills and increase efficiency

• This course is not for you if you don’t have a basic working knowledge of Excel

What’s included?

Instruction by an expert

12 months access 24/7

Certificate of completion

How long will it take?

Completion Time 2 Hours

Intended Audience: Accountants, Auditors, Internal Auditors, Finance staff, Banking staff

How to take this course
Future Value
Simple and Compound Interest
Effective interest Rate
Present Value
Net Present Value
The Payment Function
Other Finance Functions
Course conclusion

What's included

  • 8 Video Lessons
  • 1 Text Lesson

  • Works on all devices
  • Certificate of completion

Paula Guilfoyle


My Name is Paula, and I am a qualified CPA with over 15 years’ experience in Accounting and Business. I have worked across a broad range of industries and levels of seniority. During this time I used Excel as my spreadsheet tool of choice, attending many courses and regularly updating my skills. It was my love for Excel that started my journey as an e-learning educator. As a manager and an Accountant, I noticed a skills gap amount Accountants and finance staff in Excel. In 2010 I launched with 1 course aimed at this market. I am now author and presenter of many online courses and can boast that I have thought over 10,000 students!

In addition to being an Accountant and an Online Educators I am also a wife and a mother of two, my youngest is 2 and eldest is 7. I currently work as an Accountant for a global company, which makes family life very very busy. I am always stuck for time, and finding a balance is very difficult. I’m sure all working parents understand the pressures involved.